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Week 4 of February 2025: Closing the Month with Key Enhancements

Feb 27, 2025Office Platform

Enhancements

  • Add a sort option in related lists (Job Assets), with the default set to Walk Order.
  • HTML Template Quick Enhancements
  • Change table header label `Assets Without Checklists` to `Assets`
  • This also displays all the related assets to job regardless if asset checklist is available
  • Make use of asset report fields to control which fields to display in the `Assets` table
  • Add new `Title Text Colour` to PDF Settings under `Configure PDF`
  • This controls the color of the main title for each HTML template. Example the displayed `Job Number` in `Job Report`
  • Color code assets row background depending on the inspection status on both Job Report Template and Checklist Compact Asset Report
  • Pass - `2cb37d`
  • Awaiting Completion/Not Tested - `fcb040`
  • Fail - `ed1c24`
  • Limit displayed customized report fields to 6 for more column size on both Job Report Template and Checklist Compact Asset Report
  • Date fields will be displayed as MMM dd, YYYY (Jan 02, 2025) on both Job Report Template and Checklist Compact Asset Report
  • Update QuickBooks Online Accounting API Integration to Minor Version 75

Fixes

  • PDF files with different combinations of lower and upper case extensions are now accepted and uploaded successfully.
  • Using a contact with null phone number in a quote version and generating a pdf is now successful.
  • Scheduler Department Restrictions fixes
  • In the **Manage Roles** module, the default setting for Enable/Disable fields is now set to **"Enabled"**.
  • **Department-based user restrictions** now apply automatically without requiring role assignments.
  • Resolved an error that occurred when **creating an asset** or **searching for a parent asset**.